Investment Support Specialist

3 days ago

Abbotsford, British Columbia, Canada Victoria Newitt Recruitment Inc. Full time
About the Opportunity

Victoria Newitt Recruitment Inc. is proud to partner with Odlum Brown to find a highly skilled Investment Assistant to join their team.

Company Overview

Odlum Brown is a respected investment firm with a rich history of over 100 years. As a wholly-owned company by its team members, they continue to lead the financial community with their commitment to clients' financial goals.

Job Summary

We are seeking a detail-oriented and organized Investment Assistant to provide administrative support to Investment Advisors. The ideal candidate will have a strong client service orientation, excellent communication skills, and a proven track record of building relationships with clients.

Key Responsibilities
  • Coordinate client account documentation and ensure timely account opening
  • Execute trades and manage client accounts with accuracy and efficiency
  • Provide daily, weekly, and monthly reporting to clients and internal stakeholders
  • Prepare materials and coordinate logistics for client meetings
  • Assist with client outreach and communication through various channels
  • Perform various administrative tasks to support the team's success
Requirements
  • Minimum 2-3 years of administrative experience in the banking, securities, and/or brokerage industry
  • Completion of the Canadian Securities Course and Conduct and Practices Handbook Course
  • Intermediate knowledge of MS Office applications, including Word, Excel, and Outlook
  • Knowledge of Broadridge's Dataphile and/or Salesforce is an asset
  • Exceptional verbal and written communication skills
  • Articulate, tactful, and confident interacting with clients
  • Strong analytical and organizational skills, with the ability to manage multiple priorities
About the Company Culture

Odlum Brown values a culture of openness, collaboration, and respect. They are a diverse and driven group of individuals who genuinely care about each other and encourage and appreciate each other's contributions. They offer a competitive total rewards package, mentorship programs, flexible work options, and professional development opportunities to expand your career.

What We Offer

This role has an expected salary and commission range of $47,000 - $60,000/year, plus the potential for bonuses. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply by submitting your resume and a covering letter outlining your qualifications and experience.

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